Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 3,849 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $446 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
501
shares
|
$293,530
0.08% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
501
shares
|
$293,530
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
500
shares
|
$292,945
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
500
shares
|
$292,945
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
500
shares
|
$292,945
0.17% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
500
shares
|
$292,945
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
499
shares
|
$292,359
0.06% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
497
shares
|
$291,187
0.03% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
497
shares
|
$291,187
0.08% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
496
shares
|
$290,601
0.01% of portfolio
|
Q1 2023
Reduced 9.16%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
495
shares
|
$290,015
0.08% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
492
shares
|
$288,257
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
492
shares
|
$288,257
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
492
shares
|
$288,257
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
492
shares
|
$288,257
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
491
shares
|
$287,671
0.13% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
490
shares
|
$287,086
0.03% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
490
shares
|
$287,086
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
488
shares
|
$285,914
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
488
shares
|
$285,914
0.17% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
488
shares
|
$285,914
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
487
shares
|
$285,328
0.02% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
485
shares
|
$284,156
0.06% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
483
shares
|
$282,984
0.03% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
483
shares
|
$282,984
0.15% of portfolio
|
Q4 2024
New holding
|